Nora M. Thomas
Financial Advisor

CONNECT

Address:

6000 Fairview Road, Suite 310
Charlotte, NC 28210

Phone:

(704) 553-7220 Ext. 127,Mobile: (704) 649-2115

Fax/Other:

(704) 553-7977

About Nora M. Thomas

Nora M. Thomas is a Financial Advisor with Waddell & Reed.  Nora has over 23 years of experience in the financial services industry. She became registered to offer securities in 2001.  Nora works with individuals, families, and business owners to create a personalized financial strategy.

Nora has experience working with personal investments, institutional investments, mutual funds, separately managed accounts, college savings (529 plans, UTMA, etc.), annuities, financial planning, and more.

Prior to joining Waddell & Reed, Nora was Vice President and Product Manager of separately managed accounts in the Product Management Group for Wells Fargo (Evergreen Investments).  Her responsibilities were to manage the separately managed accounts business line for Evergreen.  The position required detailed attribution analysis of investment products, which included asset allocation models with risk / return analysis. Additionally, Nora was the product liaison for business partners and senior management.

Prior to joining Evergreen Investments, Nora was Assistant Vice President and Senior Product Analyst in the Product Management Group for Merrill Lynch / Bank of America (Banc of America Capital Management).  Nora developed and executed competitive analysis and was the product liaison for the management of performance analysis tools and software databases.

Nora graduated from University of North Carolina at Charlotte with a Bachelor of Arts in Economics, emphasis in Business Administration.

Nora maintains a Series 7 and Series 66 securities registrations.  Nora is registered in the following states: North Carolina, Virginia, Pennsylvania, New York, Maryland, Delaware, Ohio, Florida, West Virginia, Oregon and Hawaii.  Nora also maintains North Carolina and Virginia Life, Annuity, and Health Insurance license.*

Nora lives in Charlotte, NC with her husband, Gregg, and their son, Christopher.  They are active in their church community.

Nora can be reached at 704-649-2115 or nmthomas@wradvisors.com to assist you in your financial goals. Nora’s website is www.norathomas.wrfa.com 

 

Waddell & Reed is not affiliated with any other entities referenced herein.

*Licensing & Registration information as of 09/1/18.

09/18